WisdomTree (WT) director receives 5,509 RSUs, lifting holdings to 650,898 shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Bossone Anthony reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. director Anthony Bossone received an equity grant of 5,509 restricted stock units (RSUs) of Common Stock. The RSUs were granted at no cash cost to him as director compensation and increase his direct holdings to 650,898 shares. The common stock underlying these RSUs will vest on June 17, 2027, and is payable on a one-for-one basis upon the earlier of a qualifying separation from service or a defined Sale Event under the company’s 2022 Equity Plan, consistent with Section 409A rules.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Bossone Anthony
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 5,509 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 650,898 shares (Direct, null)
Footnotes (1)
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Key Figures
RSU grant size: 5,509 RSUs
Post-transaction holdings: 650,898 shares
Grant price per share: $0.0000 per share
+2 more
5 metrics
RSU grant size
5,509 RSUs
Restricted stock units granted to director on June 17, 2026
Post-transaction holdings
650,898 shares
Common stock directly owned after the RSU grant
Grant price per share
$0.0000 per share
Equity award granted at no cash cost to director
Vesting date
June 17, 2027
Date when the RSUs vest under the plan
Settlement ratio
1 share per RSU
RSUs payable in common stock on a one-for-one basis
Key Terms
Restricted stock units ("RSUs"), Non-Employee Directors' Deferred Compensation Program, 2022 Equity Plan, Section 409A, +1 more
5 terms
Restricted stock units ("RSUs") financial
"Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
Non-Employee Directors' Deferred Compensation Program financial
"RSUs issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan"
2022 Equity Plan financial
"Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan"
Section 409A regulatory
"as defined in Section 409A of the Internal Revenue Code of 1986, as amended"
Sale Event financial
"upon the earlier of (i) a "separation from service" ... and (ii) a Sale Event (as defined in the 2022 Equity Plan)"
FAQ
What did WisdomTree (WT) director Anthony Bossone report in this Form 4 filing?
Anthony Bossone reported receiving 5,509 restricted stock units of WisdomTree common stock as director compensation. These RSUs were granted at no cash cost and increase his direct holdings to 650,898 shares after the award, according to the Form 4 disclosure.
When do Anthony Bossone’s new WisdomTree (WT) RSUs vest and become payable?
The restricted stock units granted to Anthony Bossone vest on June 17, 2027. They are payable on a one-for-one basis in common stock upon the earlier of a qualifying separation from service or a Sale Event that meets specific change-in-control conditions under Section 409A.
What is the nature of the WisdomTree (WT) equity award reported by Anthony Bossone?
The award is a grant of 5,509 restricted stock units issued under WisdomTree’s 2022 Equity Plan and Non-Employee Directors' Deferred Compensation Program. It represents deferred director compensation, not an open-market stock purchase, with settlement in shares upon vesting and triggering events.
How are Anthony Bossone’s WisdomTree (WT) RSUs settled according to the Form 4 footnote?
Each RSU will be settled in one share of WisdomTree common stock. Settlement occurs upon the earlier of a qualifying separation from service or a defined Sale Event that also qualifies as a change in ownership or control under Section 409A of the Internal Revenue Code.